JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.7B
AUM Growth
-$4.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$69.8M
2
+$54.1M
3
+$52.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$39.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$35M

Top Sells

1
+$111M
2
+$73.1M
3
+$53.5M
4
BA icon
Boeing
BA
+$37.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$37M

Sector Composition

1 Technology 16.71%
2 Healthcare 10.13%
3 Financials 8.77%
4 Consumer Discretionary 6.11%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
– –
-11,561
1427
– –
-7,417
1428
– –
-17,347
1429
– –
-44,261
1430
– –
-3,736
1431
– –
-3,500
1432
– –
-11,610
1433
– –
-8,650
1434
– –
-10,868
1435
– –
-96,178
1436
– –
-29,620
1437
– –
-2,704
1438
– –
-1,700
1439
– –
-2,432
1440
– –
-5,360
1441
– –
-21,043
1442
– –
-3,745
1443
– –
-2,716
1444
– –
-8,564
1445
– –
-40,834
1446
– –
-8,744
1447
– –
-1,918
1448
– –
-3,603
1449
– –
-4,712
1450
– –
-6,338
56 57
58
59 60